Personal Introduction

Qualifications and Experience:

• Certified Financial Planner
• Chartered Life Underwriter
• Bachelor of Social Sciences (Honours) in Economics, National University of Singapore

Biography:

With over 25 years in wealth management, Allan is a pioneering CLP and CFP™ in Singapore and the former leader of a 200-strong PIAS advisory team. A seasoned trainer and renowned public speaker, he has delivered thousands of talks to government agencies, corporations, and community groups, inspiring audiences to embrace sound financial planning.